What are the responsibilities and job description for the Insurance Support Specialist - In Office position at Schwan Financial Group?
Job Description
Job Description
Job Title : Insurance Support Specialist
Location : Aberdeen, SD
IN OFFICE POSITION
Job Type : Full-Time
Introduction : We are seeking an insurance support specialist who is highly detail-oriented, organized, and proficient in Microsoft Office products. The ideal candidate will be comfortable working with CRM software such as Salesforce and will play a key role in providing exceptional client support while maintaining accurate records and efficient workflows. This position requires a customer-focused individual who thrives in a fast-paced environment and can manage multiple tasks simultaneously.
Key Responsibilities :
- Serve as a primary point of contact for clients, offering administrative support and troubleshooting assistance through email, phone, or chat.
- Maintain and update client records in Salesforce CRM, ensuring all information is accurate, timely, and organized.
- Assist clients with inquiries regarding account management, billing, services, and technical issues, providing clear and thorough solutions.
- Manage administrative tasks including data entry, document management, and processing client requests.
- Coordinate with other departments (Risk Management, Portfolio, Tax, Planning) to resolve complex client issues and ensure a seamless client experience.
- Assist with onboarding new clients.
- High level communication with insurance carriers and insurance brokerage companies.
- Proactively identify opportunities to improve client processes, increasing satisfaction and reducing issues.
Qualifications :
Preferred Skills :
Why Join Us :
How to Apply : If you are a highly detail-oriented professional with a strong background in client administration and support, we would love to hear from you! Please submit your resume along with a cover letter highlighting your relevant experience and proficiency in Microsoft products and CRM systems.
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